ARE YOU A SUCCESSFUL SENIOR EXECUTIVE, ENGINEER, PHYSICIAN OR OTHER W-2 SALARIED PROFESSIONAL IN CALIFORNIA LOOKING FOR ADVANCED TAX REDUCTION STRATEGIES?
INCREASE your net-worth with our smart and creative CFO functions
PROACTIVE estate planning and asset protections strategies by an experienced in-house attorney
ACCESS to in-house team of top CPAs, EAs, Tax Attorneys, and CFPs
If are you making $2 Million+ a year from your salary, bonus, RSU, stock option, side-gig, real estate or any other investments in California and looking for a sizable tax reduction, wealth creation & financial strategies by an in-house team of tax, accounting and financial experts then schedule a FREE call now! Your personalized strategies will be presented by senior tax attorneys and/or CPAs.
SO, HOW DO WE FIND LARGE INCOME TAX DEDUCTIONS THAT MOST CALIFORNIA ACCOUNTANTS SEEM TO MISS
See, the truth is the world is full of CPAs, Enrolled Agents, Accountants, Tax Preparers, who do little more than record history.....putting the right numbers, in the right boxes, in the right forms, by the right deadlines, to keep you out of trouble. But then they call it a day. Tax preparation work is not a substitute for advanced tax planning.
The reason why most accountants don't do more is because they have way too many clients and they simply do not have enough time to learn all of the various strategies from the 75,000+ pages of The Internal Revenue Code. It’s not humanly possible for a single person to know all tax strategies!
And because of that, like most high income earners, it's costing you substantial amount every year in taxes you don't need to pay. The late supreme justice William H Rehnquist said, "There is nothing wrong with a strategy to avoid the payment of taxes. The Internal Revenue Code doesn't prevent that."
More and more successful executives, engineers, physicians and other high W-2 earner professionals are now asking their CPAs, "Why are we paying so much in taxes?" Why am I getting punished for my hard work? I mean think about it, what is your CPA actually doing to make sure you get all the breaks that you deserve and when was the last time your CPA came to you and said… "Here is an idea that will save you lot’s money with solid research and backing?"
Tax planning is about giving you a comprehensive plan for minimizing your taxes which is backed by the tax code and solid research delivered by an experienced team of tax professionals - not only now but in the future and at the time of transferring your wealth to your family.
We give you a plan for reducing your taxes legally. We'll find the missing opportunities that may be costing you thousands, tens of thousands, or even hundreds of thousands of dollars in taxes you don't need to pay. We will show you how proactive planning can rescue those dollars. We offer real advanced tax, accounting, financial planning that shows our clients what to do, when to do it, and how to do it.
Our in-house team of tax attorneys and CPAs are constantly evaluating various tax strategies and only select a few for our clients that they feel most comfortable with after a detailed study of various tax codes and backed by solid research.
OUR COMPREHENSIVE TAX, ACCOUNTING & CFO SERVICES INCLUDE
Tax Planning, Preparation & Compliance
Identify, evaluate and implement advanced tax planning strategies
Prepare company federal and state income tax returns
Review of last 3 years' tax returns, existing tax strategies and compliance
Provide guidance and support on individual tax issues
IRS notice/audit defense represented by our experienced, US Tax Court admitted attorneys
Asset Protection, Estate & Financial Planning
Potential estate tax mitigation strategies
Help to create appropriate estate planning documents by a licensed Estate Planning Attorney
Help in establishing proper risk management and asset protection strategies
Help moving assets in various LLCs and trusts
Charitable donation strategies using cash, in-kind, donor advised fund, various trusts and foundation
Our team consists of a highly skilled group of tax, accounting, and financial professionals, including CPAs, IRS Enrolled Agents (EA), Tax Attorneys, and Certified Financial Planners (CFP). With over 50 experts operating from a 10,000 sq ft office in the Miami-Fort Lauderdale area, we provide specialized tax services to clients nationwide, and specifically in California. We focus exclusively on high-income individuals, successful business owners, and professional firms, ensuring we can deliver substantial value and create a meaningful impact on their taxes, finances, businesses, lives, and legacies. We are committed to excellence and prioritize building capacity before accepting new clients, ensuring we can consistently deliver outstanding service and cultivate long-term relationships based on trust and results.
Our clients are exceptionally intelligent, highly educated, and well-researched. They prefer to work with an in-house team of deeply knowledgeable tax, accounting, and financial experts, rather than a CPA or accountant who single-handedly prepares hundreds of tax returns for a wide range of clients. Due to their professional success and substantial income, our clients recognize the value of EXCEPTIONAL advice rooted in thorough research of tax regulations, court cases, and legal precedents, rather than relying on the average opinions of MEDIOCRE local tax preparers.
Over the past 24 years, Neil Jesani, along with his team, has been the driving force behind aiding countless successful individuals nationwide in significantly lowering their taxes, enhancing business profitability, and crafting robust financial strategies for both individuals and businesses.
It doesn't matter how many times Neil has been featured in The Wall Street Journal, CNN, Inc. Magazine, Forbes, CBS, NBC, Treasury & Risk, and Fox Business, or how many medical and non-medical national and regional conferences he has spoken at, or that he is the author of the best-selling book "Win the War for Money and Success."
All that matters to him is that his team of in-house seasoned professionals can help you reduce your tax burden, increase your business or practice's efficiency, achieve your desired retirement income and ideal lifestyle, and create the legacy you want to leave for your family and charity.
What to Look for in a Tax Planning Firm
At $2 Million+ income levels, tax planning isn’t about some generic strategies, it’s about the PEOPLE who are developing, implementing, monitoring, and standing by ready to represent you in case something were to go wrong. Before choosing a firm, ask the questions that matter most.
How many Tax Attorneys and Tax CPAs do they have on their staff as W-2 employees, and what is their experience with advanced tax strategies?
Do they have US Tax Court admitted Tax Attorneys on staff if something goes wrong?
How many clients do they have? How many clients per senior CPA/Tax Attorney?
Tax Planning is a year-long process, how many times will they meet with their clients, and what kind of attorney’s hours and CPA hours will they be getting?
How many senior tax attorneys and CPAs worked with the IRS and for how many years?
What clients are they dealing with? Do they have a $2 Million income minimum to accept a client, or will they even take someone making $500K a year or even anyone?
What kind of strategies are they using? What is their strategy vetting process? Do they have any exclusive strategies?
Who and where will your tax returns be prepared - in their office, remote, offshore? How many rounds of reviews will your tax returns will be getting and by whom?
Finally, how much can they save you now, next year, in the next ten years, at retirement and finally at the transfer time?
Meet Your Future advisors
NEIL JESANI, CFP, M.Acc
President & CEO
RICH HOFMANN, CPA, JD
Senior Vice President of Tax
SALLY BHAIDANI, M.Acc
VP of Finance & Operation
DAVID BILENKO, JD
VP of Mid-Market Tax & Advisory Services
GEORGE SCOPETTA, JD
VP of Tax & CFO Services
ADAM LUSTHAUS, JD, LLM
Senior Director of Tax & Estate Planning
JENNIFER STUBAUS, CPA
Senior Director of Tax & CFO Services
TEFERA BEYENE, CPA, MBA, PhD
Director of Taxes & CFO Services
KEVIN TAYLOR, JD, MBA
Director of Taxes & CFO Services
CODY DINDA, CPA, EA, MST
Senior Manager of Taxes & CFO Services
LESLIE BORGIA, JD
Senior Tax Manager
DAVID BARELA, CPA
Senior Manager of Tax and CFO Services
CAROLYN KAATZ, CPA
Manager of Tax & CFO Services
PRABHA RAGHAVAN, CPA, MAcc
Manager OF Tax & CFO Services
RANIYA JESANI, IRS EA
Tax Manager
IRELA PALO, CPA
Tax Manager
Time is of the essence...
Here's why
Many tax strategies require to be implemented by certain times, and some will take time for us to develop. The sooner you start better the tax savings are! We are based in Fort Lauderdale-Miami, Florida with 60% of our clients in California. Most of our clients make more than $2 million and have $10 Million plus net-worth but if you are making at least $2 Million a year from your W-2 salary, business, practice, investment or from any sources and looking for a sizable tax reduction and CFO services by the in-house team of experts, then book a call now
